LPL Financial
BBAI icon

LPL Financial’s BigBear.ai BBAI Stock Holding History

LPL Financial’s Portfolio BBAI Stock Details BBAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.3M Buy
899,077
+45,183
+5% +$181K ﹤0.01% 3208
2026
Q1 		$3.01M Sell
853,894
-510,699
-37% -$2.37M ﹤0.01% 3125
2025
Q4 		$7.37M Buy
1,364,593
+395,599
+41% +$2.58M ﹤0.01% 2200
2025
Q3 		$6.32M Buy
968,994
+650,667
+204% +$4.16M ﹤0.01% 2265
2025
Q2 		$2.16M Buy
318,327
+41,135
+15% +$149K ﹤0.01% 3054
2025
Q1 		$793K Buy
277,192
+128,094
+86% +$610K ﹤0.01% 3752
2024
Q4 		$663K Buy
149,098
+113,253
+316% +$256K ﹤0.01% 3842
2024
Q3 		$52.3K Sell
35,845
-7,070
-16% -$10.4K ﹤0.01% 4992
2024
Q2 		$64.8K Sell
42,915
-12,130
-22% -$19K ﹤0.01% 4809
2024
Q1 		$113K Buy
+55,045
New +$122K ﹤0.01% 4655

Other funds holding BBAI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial's BBAI Position: Q2 2026 in Review

LPL Financial increased its BigBear.ai (BBAI) stake by 5.3% in Q2 2026, buying an estimated $181K and bringing the position to 899,077 shares worth $3.3M. The position accounts for ﹤0.01% of the portfolio, ranked #3208.

LPL Financial first reported a position in BBAI in Q1 2024 and has held it in 10 quarters since. The position peaked at $7.37M in Q4 2025. 328 funds tracked by Wall St. Rank hold BBAI as of Q2 2026.

  • LPL Financial held 899,077 shares of BigBear.ai worth $3.3M as of Q2 2026.
  • LPL Financial bought 45,183 BigBear.ai shares in Q2 2026, an estimated $181K.
  • BigBear.ai made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3208 holding.
  • LPL Financial first reported a position in BigBear.ai in Q1 2024 and has held it in 10 quarters since.
  • LPL Financial's BigBear.ai position peaked at $7.37M in Q4 2025.
  • 328 funds tracked by Wall St. Rank held BigBear.ai as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.